Settings & Configuration Guide

settings.Step_by_Step_Guide

1. Navigate to Settings > Dashboard
2. Choose your preferred dashboard layout (Grid, List, Compact)
3. Select which widgets to display (Charts, Recent Activity, etc.)
4. Customize color scheme and theme
5. Set default currency and date format
6. Configure timezone and language preferences
7. Arrange widget positions by drag and drop
8. Save your custom dashboard configuration

Pro Tips

• Use different layouts for different devices
• Keep essential widgets visible at all times
• Use color coding for better organization
• Test your layout on different screen sizes

settings.Step_by_Step_Guide

1. Go to Settings > Users & Permissions
2. View all users in your organization
3. Assign roles (Admin, Manager, User, Viewer)
4. Set specific permissions for each role
5. Configure data access levels per user
6. Set up approval workflows for sensitive operations
7. Enable two-factor authentication for users
8. Monitor user activity and access logs

Pro Tips

• Follow the principle of least privilege
• Regularly review user permissions
• Use role templates for consistency
• Document permission changes

settings.Step_by_Step_Guide

1. Navigate to Settings > Integrations
2. Connect your Stripe account for payments
3. Link your PayPal business account
4. Configure bank account connections
5. Set up accounting software integrations
6. Generate and manage API keys
7. Configure webhook endpoints
8. Test all integrations for proper functionality

Pro Tips

• Keep API keys secure and never share them
• Use webhooks for real-time data sync
• Test integrations in sandbox mode first
• Monitor integration health regularly

settings.Step_by_Step_Guide

1. Go to Settings > Data Management
2. Choose data export format (CSV, Excel, JSON)
3. Select date range and data types to export
4. Include or exclude sensitive information
5. Generate comprehensive data reports
6. Download exports to your device
7. Set up automated backup scheduling
8. Store backups in secure cloud locations

Pro Tips

• Export data regularly for compliance
• Use multiple backup locations
• Test backup restoration periodically
• Keep backup encryption keys secure